View the tax and accrual summary for consumer use transactions
Use the tax and accrual summary to view where you overpaid or underpaid tax on the selected transactions.
|
|
Avalara Consumer Use is an add-on for AvaTax. Adjust transactions in Avalara Consumer Use and then forward them to your AvaTax company to manage reports and returns. |
Steps
- In Avalara Consumer Use, go to Transactions > Transactions.
- Filter your transactions to narrow the results.
- Select Tax and Accrual Summary to expand a breakdown of transactions based on the current filter, organized by transaction status.
- Refresh the page after you process transactions to update the tax and accrual summary.
Columns
Values are calculated based on the transactions that meet your filter selections.
- Docs
The total number of transaction documents or invoices. - Lines
The total number of lines across all transaction documents. - Total
The total sale amount of all transactions. - Taxable, Nontaxable
The total taxable amounts of all transactions. - Charged Tax, Calculated Tax
The amount of tax charged on your original transaction and the tax calculated by Avalara's tax engine. - Over Accrual
The amount of overpaid tax. - Under Accrual
The amount of underpaid tax. This should be considered when filing returns.